AWM
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Avitas Wealth Management’s Trade Desk TTD Stock Holding History

Avitas Wealth Management’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.4M Sell
20,381
-226
-1% -$28K 0.33% 77
2024
Q3 		$2.26M Buy
20,607
+5,096
+33% +$508K 0.32% 87
2024
Q2 		$1.51M Sell
15,511
-318
-2% -$28.7K 0.22% 108
2024
Q1 		$1.38M Sell
15,829
-43
-0.3% -$3.26K 0.21% 118
2023
Q4 		$1.14M Buy
15,872
+12,050
+315% +$885K 0.19% 123
2023
Q3 		$299K Sell
3,822
-126
-3% -$10.2K 0.06% 186
2023
Q2 		$305K Sell
3,948
-64
-2% -$4.33K 0.06% 184
2023
Q1 		$244K Buy
+4,012
New +$214K 0.05% 192
2022
Q4 		– Sell
-4,139
Closed -$247K – 203
2022
Q3 		$247K Buy
+4,139
New +$236K 0.06% 170
2022
Q2 		– Sell
-4,434
Closed -$307K – 229
2022
Q1 		$307K Sell
4,434
-7,048
-61% -$509K 0.06% 178
2021
Q4 		$1.05M Sell
11,482
-2,244
-16% -$197K 0.18% 123
2021
Q3 		$965K Sell
13,726
-56
-0.4% -$4.33K 0.18% 130
2021
Q2 		$1.07M Buy
13,782
+3,592
+35% +$230K 0.19% 139
2021
Q1 		$664K Sell
10,190
-2,840
-22% -$219K 0.13% 172
2020
Q4 		$1.04M Buy
13,030
+3,440
+36% +$260K 0.21% 139
2020
Q3 		$498K Buy
9,590
+1,980
+26% +$90.4K 0.14% 144
2020
Q2 		$309K Sell
7,610
-8,190
-52% -$247K 0.1% 151
2020
Q1 		$305K Sell
15,800
-33,760
-68% -$874K 0.14% 117
2019
Q4 		$1.29M Buy
49,560
+10,830
+28% +$244K 0.33% 99
2019
Q3 		$726K Buy
38,730
+220
+0.6% +$5.24K 0.2% 117
2019
Q2 		$877K Sell
38,510
-1,020
-3% -$21.9K 0.24% 112
2019
Q1 		$782K Buy
+39,530
New +$648K 0.23% 111

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avitas Wealth Management's TTD Position: Q4 2024 in Review

Avitas Wealth Management reduced its Trade Desk (TTD) stake by 1.1% in Q4 2024, selling an estimated $28K and leaving 20,381 shares worth $2.4M. The position accounts for 0.33% of the portfolio, ranked #77.

Avitas Wealth Management first reported a position in TTD in Q1 2019 and has held it in 22 quarters since. 1,209 funds tracked by Wall St. Rank hold TTD as of Q4 2024.

  • Avitas Wealth Management held 20,381 shares of Trade Desk worth $2.4M as of Q4 2024.
  • Avitas Wealth Management sold 226 Trade Desk shares in Q4 2024, an estimated $28K.
  • Trade Desk made up 0.33% of Avitas Wealth Management's portfolio in Q4 2024, its #77 holding.
  • Avitas Wealth Management first reported a position in Trade Desk in Q1 2019 and has held it in 22 quarters since.
  • 1,209 funds tracked by Wall St. Rank held Trade Desk as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.